Retirement plan

WHOLESALE REALTY LLC 401(K) PLAN

Name: WHOLESALE REALTY - WHOLESALE REALTY LLC 401(K) PLAN (2015) Form 5500
Creator: WHOLESALE REALTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHOLESALE REALTY LLC 401(K) PLAN, WHOLESALE REALTY

WHOLESALE REALTYEIN 26-2569593Plan #001PY 2015

1514 FELCH AVE. - JACKSONVILLE, FL 32207904-346-0600wholesalejax.comLinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$307K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$153K

No prior year

Total participants

No prior year

Average account balance

$38,296

No prior year

Annual return

4.10%

No prior year

Benchmarks

See 30,163 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,163 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$896K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$224K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.04%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1960

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$187

$47 / participant

Other / not subdivided$187100.0%

% of EOY assets

0.122%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,296

$87,544-56.3%

$75,784-49.5%

$125,388-69.5%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

4.10%

13.49%-9.4pp

9.68%-5.6pp

282.24%-278.1pp

Employer contribution / active EE

$2,281

$3,930-42.0%

$3,323-31.4%

$4,866-53.1%

Participant deferral / active EE

$9,000

$4,229+112.8%

$3,652+146.5%

$5,352+68.2%

Admin fee / account holder

$47

$6,502-99.3%

$5,300-99.1%

$9,541-99.5%

WHOLESALE REALTY LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHOLESALE REALTY LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion